Private Credit’s Exposure to Ailing Software Industry Is Bigger Than Advertised

Analysis by The Wall Street Journal finds four of the largest private-credit funds have more exposure to the software ...

Oaktree Says Exposure to Software Firms, Direct Lending Is Small

Oaktree Capital Management assured clients its exposure to software companies and direct lending remains limited, as global ...
Hosted on MSN

Private credit stocks plummet on concern about exposure to software industry disrupted by AI

Shares of stocks with significant private credit market holdings were diving on fears about exposure to the industries being disrupted by artificial intelligence, most notably, software. Shares of ...
Mint

Analysis-Debt investors offloading exposure to software companies is latest sign of pain

NEW YORK, March 17 (Reuters) - Investors are offloading software loans in debt vehicles at a discount, in the latest sign of pain in the software industry, which is being upended by AI. In recent ...
Seeking Alpha

XSW: Diversified Exposure To Software's A.I. Backed Boom

XSW offers diversified exposure to the software sector, balancing large, mid, and small caps, unlike concentrated large-cap peers like VGT. The fund is well-positioned to benefit from accelerating A.I ...
Zawya

Debt investors offloading exposure to software companies is latest sign of pain

NEW YORK - Investors are offloading software loans in debt vehicles at a discount, in the latest sign of pain in the software industry, which is being upended by AI. In recent weeks, several managers ...